3-day Virtual Seminar

3-Hour Virtual Seminar on Understanding Financial Statements Using Claude & Other AI Tools

Overview

This power-packed 3-hour virtual seminar teaches professionals how to read and analyze the three core financial statements the Income Statement, Balance Sheet, and Cash Flow Statement using AI tools like Claude, ChatGPT, and Microsoft Copilot. Attendees will follow a real-world company example throughout the session, applying AI prompts at each stage to extract insights, identify risks, and make data-driven recommendations. The seminar blends financial theory with live AI demonstrations, interactive exercises, and a practical prompt library participants can use immediately after the session.

Why you should Attend

Are you making business decisions without fully understanding the financial data in front of you? Are your competitors already using AI to analyze earnings reports, detect risks, and model scenarios faster than ever? Don't get left behind. Financial illiteracy is costly missed red flags, poor forecasts, and bad investments are often rooted in an inability to read the numbers. This seminar gives you practical AI-powered tools and techniques to read financial statements with confidence, speed, and precision starting day one.

Areas Covered in the Session

• Hour 1 - Financial Statement Fundamentals 
• Hour 2 - AI-Powered Analysis Techniques 
  
• Hour 3 - Advanced Use Cases & Real-World Applications
  

Who Will Benefit

• CFO's and Finance Directors
• FP&A Analysts
• Business Analysts
• Investment Analysts
• Portfolio Managers
• Startup Founders & CEO'
• Operations Managers
• Management Consultants
• Private Equity & VC Professionals
• Bankers and Credit Analysts
• Board Members and Trustees
• MBA Students and Finance Graduates